-2.6%
NRO vs VOO
+14.7%
-17.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.8% | +2.8% |
| 7D | +7.1% | -0.7% | +7.8% | +7.3% |
| 30D | +9.7% | -1.1% | +10.7% | +10.1% |
| 3M | -5.8% | -0.3% | -5.5% | -5.8% |
| 6M | -3.2% | +7.4% | -10.6% | -6.5% |
| YTD | -0.2% | +13.4% | -13.5% | -7.2% |
| 1Y | -2.6% | +14.8% | -17.4% | -9.9% |
| All | -2.6% | +14.7% | -17.2% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling